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    Anduril boosts Taiwan sourcing 15x, considering local production
    8h 25min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    8h 25min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    8h 25min ago
    CPO production delay may boost growth of LPO and NPO
    8h 25min ago
    Taiwanese chips gain from non-China drone supply chain demand
    8h 25min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    8h 25min ago
    NEWS TAGGED INVESTMENT
    Wednesday 10 June 2026
    OpenAI reportedly nears 10GW Ohio lease with Nvidia backing, sealing its pivot from building to renting compute
    OpenAI is in advanced talks to lease a planned 10-gigawatt data center campus on federal land in Ohio, in what would be the company's largest infrastructure commitment to date, The...
    Wednesday 10 June 2026
    Powerchip taps AI-driven chip boom with US$833 million overseas fundraising push
    Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking...
    Wednesday 10 June 2026
    Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

    Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that...

    Wednesday 10 June 2026
    GEM Terminals cites AI-driven demand as May 2026 copper sales jump 72%
    GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment...
    Wednesday 10 June 2026
    AI use in PCB manufacturing has gone mainstream, but scaling remains lagging
    AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide...
    Tuesday 9 June 2026
    Amazon, Corning strike multibillion-dollar deal to expand US fiber optic output
    Amazon has reached a multiyear, multibillion-dollar agreement with Corning to supply optical fiber, cable, and connectivity equipment for its US data centers, a move that stands to...
    Tuesday 9 June 2026
    AMD commits up to GBP2 billion to speed AI research in the UK
    AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to...
    Tuesday 9 June 2026
    AI chip race lifts semiconductor equipment sales to record US$36.55bn
    Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
    Tuesday 9 June 2026
    LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply
    LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that...
    Monday 8 June 2026
    Dreame under scrutiny for breakneck expansion pace and state-owned funding
    A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly...
    Monday 8 June 2026
    NTT taps Korean, Taiwanese partners for JPY70 billion-plus IOWN fund

    NTT plans to establish an investment fund of more than JPY70 billion (approx. US$440 million), with major South Korean and Taiwanese...

    Monday 8 June 2026
    France attracted over EUR110 billion in AI and data center pledges but delivery faces power and approval hurdles
    France secured more than EUR110 billion (US$126.8 billion) in artificial intelligence and data center investment commitments at the recent Choose France summit, with the largest single...
    Monday 8 June 2026
    LG Innotek expands Vietnam operations for AI packaging boom
    LG Innotek is accelerating its push into advanced semiconductor packaging, announcing plans to expand its substrate manufacturing operations in Vietnam as it seeks to transform the...
    Friday 5 June 2026
    South Korea finalizes US$520 million on-device AI chip budget amid industry doubts
    South Korea has finalized the budget for a state-backed on-device AI chip development project at KRW800.23 billion (US$520 million), about KRW200 billion below an earlier proposal,...
    Friday 5 June 2026
    TSMC CEO says rising profits mean greater social responsibility, clarifies bonus considerations
    Taiwan Semiconductor Manufacturing Company (TSMC) held its shareholders meeting on June 4, during which CEO C.C. Wei addressed recent talk surrounding its employee bonus system. He...
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    AsiaCPO
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook